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Delisting riskPopularity #4,605

UPLD · NASDAQ · Software - Application

Upland Software (UPLD)

Builds AI-powered software for enterprise knowledge and content workflows.

$3.57

After-hours close−0.13 (−3.51%)

At close$3.70(+3.64%)

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13F · 13D/G · Form 4

Institutions	30.48%	901.4K shares
29 holders · as of Jun 30, 2026
Insiders	11.75%	347.6K shares
12 holders · as of Sep 21, 2026
Other	57.77%	1.71M shares
remainder

2.96M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

A stock split fell inside the quarter, so quarter-on-quarter changes are not shown.

13F · 13D/G · Form 4

Holder	Stake	Shares	Date
Ameriprise Financial IncInstitution	4.66%	137,919	as of Jun 30, 2026
Vanguard Capital Management LLCInstitution	4.07%	120,376	as of Jun 30, 2026
Acadian Asset Management LLCInstitution	3.80%	112,368	as of Jun 30, 2026
Rice Hall James & Associates, LLCInstitution	3.42%	101,143	as of Jun 30, 2026
Dan DomanInsiderofficer: Chief Operating & Product Ofcr	2.92%	86,473	filed Sep 21, 2026
Castleknight Management LPInstitution	2.63%	77,720	as of Jun 30, 2026
BlackRock, Inc.Institution	1.86%	54,961	as of Jun 30, 2026
Sean NathanielInsiderofficer: CEO and President	1.64%	48,574	filed Sep 21, 2026
D. E. Shaw & Co., Inc.Institution	1.62%	47,867	as of Jun 30, 2026
RBF Capital, LLCInstitution	1.45%	42,754	as of Jun 30, 2026
Michael Douglass HillInsiderofficer: CFO, Treasurer & Secretary	1.30%	38,336	filed Jun 16, 2026
Timothy MattoxInsiderdirector	1.22%	36,053	filed Aug 11, 2026
Geode Capital Management, LLCInstitution	1.21%	35,839	as of Jun 30, 2026
Karen CummingsInsiderofficer: President and COO	1.04%	30,643	filed Jul 1, 2025
Jennifer L. SimonInsiderofficer: Chief Financial Officer	0.98%	28,883	filed Sep 21, 2026
Two Sigma Investments, LPInstitution	0.91%	26,790	as of Jun 30, 2026
Man Group PLCInstitution	0.85%	25,265	as of Jun 30, 2026
Renaissance Technologies LLCInstitution	0.83%	24,584	as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution	0.79%	23,341	as of Jun 30, 2026
Russell Investments Group, Ltd.Institution	0.73%	21,530	as of Jun 30, 2026
David MayInsiderdirector	0.65%	19,144	filed Oct 29, 2025
Jane Street Group, LLCInstitution	0.53%	15,585	as of Jun 30, 2026
Teresa Miles WalshInsiderdirector	0.49%	14,449	filed Oct 29, 2025
Vanguard Fiduciary Trust CoInstitution	0.49%	14,350	as of Jun 30, 2026
Matthew Harnden SmithInsiderofficer: General Counsel and Secretary	0.45%	13,191	filed Jun 17, 2025

13F, as of Jun 30, 2026

29 holders · 901.4K shares

Holder	Shares	% outstanding	Filed
Ameriprise Financial Inc	137.9K	4.66%	Aug 14, 2026
Vanguard Capital Management LLC	120.4K	4.07%	Aug 13, 2026
Acadian Asset Management LLC	112.4K	3.80%	Aug 13, 2026
Rice Hall James & Associates, LLC	101.1K	3.42%	Aug 7, 2026
Castleknight Management LP	77.7K	2.63%	Aug 14, 2026
BlackRock, Inc.	55.0K	1.86%	Aug 7, 2026
D. E. Shaw & Co., Inc.	47.9K	1.62%	Aug 14, 2026
RBF Capital, LLC	42.8K	1.45%	Aug 14, 2026

13D/G · 5% or more, as filed

Holder	% of class	Shares	Form	Filed
Jalak Investments B.V.	9.00%		13G	Nov 10, 2025

Form 4

Latest trades

Date	Insider	Type	Shares	Avg price	Owned after
Aug 7, 2026	Timothy Mattoxdirector	Sale	847	$4.28	36,053
Aug 6, 2026	Timothy Mattoxdirector	Sale	1,000	$4.27	36,900
Aug 5, 2026	Timothy Mattoxdirector	Sale	1,000	$4.53	37,900
Aug 4, 2026	Timothy Mattoxdirector	Sale	1,000	$4.33	38,900
Aug 3, 2026	Timothy Mattoxdirector	Sale	1,000	$4.45	39,900
Jul 31, 2026	Timothy Mattoxdirector	Sale	1,000	$4.48	40,900

House and Senate disclosures

Not reported.

Breakdown

Top shareholders

Institutions

Ownership statements

Insider trades

Latest trades

Congress